Jackson Dennis Morgan
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Strategic Advisers LLCFeb 2026 to now
- Fidelity InvestmentsSep 2024 to now
- Gentle Giant Moving CompanyMay 2024 to Sep 2024
- Northwestern MutualMay 2023 to Nov 2023
- Stow Acres Country ClubApr 2022 to Aug 2022
- Nashawtuc Country ClubMay 2021 to Aug 2021
- University of MichiganAug 2020 to May 2024
- UnemployedMay 2020 to Aug 2020
- Concord Carlisle Youth FootballSep 2017 to Nov 2019
- Concord Carlisle High SchoolJun 2017 to May 2020
- Thoreau ClubJun 2017 to Sep 2018
- The Fenn SchoolJun 2015 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7728917
- Firm CRD
- 104555